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Moneta Group Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Moneta Group Investment Advisors’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.1M Buy
41,354
+31,314
+312% +$7.17M 0.1% 103
2026
Q1 		$1.61M Buy
10,040
+740
+8% +$124K 0.01% 296
2025
Q4 		$1.71M Buy
9,300
+1,206
+15% +$243K 0.01% 285
2025
Q3 		$1.65M Buy
8,094
+259
+3% +$49.6K 0.01% 281
2025
Q2 		$1.6M Sell
7,835
-639
-8% -$119K 0.02% 252
2025
Q1 		$1.45M Sell
8,474
-1,886
-18% -$349K 0.02% 243
2024
Q4 		$1.89M Buy
10,360
+1,222
+13% +$231K 0.03% 216
2024
Q3 		$1.56M Buy
9,138
+1,166
+15% +$196K 0.02% 226
2024
Q2 		$1.35M Buy
7,972
+1,730
+28% +$259K 0.02% 233
2024
Q1 		$887K Buy
6,242
+2,328
+59% +$367K 0.01% 282
2023
Q4 		$577K Buy
3,914
+40
+1% +$5.35K 0.01% 320
2023
Q3 		$454K Buy
3,874
+1,166
+43% +$138K 0.01% 336
2023
Q2 		$346K Buy
2,708
+98
+4% +$10.2K 0.01% 404
2023
Q1 		$261K Buy
+2,610
New +$221K 0.01% 449
2022
Q3 		– Sell
-2,514
Closed -$207K – 457
2022
Q2 		$207K Buy
2,514
+348
+16% +$30.9K 0.01% 435
2022
Q1 		$225K Sell
2,166
-294
-12% -$26.3K 0.01% 403
2021
Q4 		$228K Buy
+2,460
New +$213K 0.01% 432
2018
Q3 		– Sell
-1,800
Closed -$62K – 327
2018
Q2 		$62K Buy
1,800
+960
+114% +$32K 0.01% 302
2018
Q1 		$25K Hold
840
– – ﹤0.01% 376
2017
Q4 		$20K Buy
+840
New +$20.4K ﹤0.01% 316

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Moneta Group Investment Advisors's PANW Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Palo Alto Networks (PANW) stake by 312% in Q2 2026, buying an estimated $7.17M and bringing the position to 41,354 shares worth $14.1M. The position accounts for 0.1% of the portfolio, ranked #103.

Moneta Group Investment Advisors first reported a position in PANW in Q4 2017 and has held it in 20 quarters since. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Moneta Group Investment Advisors held 41,354 shares of Palo Alto Networks worth $14.1M as of Q2 2026.
  • Moneta Group Investment Advisors bought 31,314 Palo Alto Networks shares in Q2 2026, an estimated $7.17M.
  • Palo Alto Networks made up 0.1% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #103 holding.
  • Moneta Group Investment Advisors first reported a position in Palo Alto Networks in Q4 2017 and has held it in 20 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.